First PREMIER Bank’s iShares Russell 1000 Value ETF IWD Stock Holding History

First PREMIER Bank’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$283K	Hold	1,169	–	–	0.05%	151
2026 Q1	$250K	Sell	1,169 -475	-29%	-$104K	0.06%	147
2025 Q4	$346K	Hold	1,644	–	–	0.08%	131
2025 Q3	$334K	Buy	1,644 +64	+4%	+$12.7K	0.08%	131
2025 Q2	$306K	Hold	1,580	–	–	0.07%	132
2025 Q1	$298K	Sell	1,580 -100	-6%	-$19K	0.08%	123
2024 Q4	$311K	Hold	1,680	–	–	0.08%	125
2024 Q3	$319K	Hold	1,680	–	–	0.08%	123
2024 Q2	$293K	Hold	1,680	–	–	0.08%	121
2024 Q1	$301K	Sell	1,680 -100	-6%	-$16.9K	0.08%	124
2023 Q4	$294K	Hold	1,780	–	–	0.08%	128
2023 Q3	$270K	Hold	1,780	–	–	0.08%	127
2023 Q2	$281K	Buy	1,780 +16	+0.9%	+$2.45K	0.08%	133
2023 Q1	$269K	Hold	1,764	–	–	0.08%	132
2022 Q4	$267K	Sell	1,764 -80	-4%	-$12K	0.08%	128
2022 Q3	$251K	Hold	1,844	–	–	0.08%	126
2022 Q2	$267K	Hold	1,844	–	–	0.08%	132
2022 Q1	$306K	Hold	1,844	–	–	0.08%	121
2021 Q4	$309K	Hold	1,844	–	–	0.08%	124
2021 Q3	$288K	Hold	1,844	–	–	0.08%	121
2021 Q2	$293K	Hold	1,844	–	–	0.08%	120
2021 Q1	$280K	Hold	1,844	–	–	0.1%	109
2020 Q4	$252K	Hold	1,844	–	–	0.1%	111
2020 Q3	$218K	Buy	1,844 +1,675	+991%	+$199K	0.1%	111
2020 Q2	$19K	Hold	169	–	–	0.01%	236
2020 Q1	$17K	Hold	169	–	–	0.01%	224
2019 Q4	$23K	Hold	169	–	–	0.01%	214
2019 Q3	$22K	Hold	169	–	–	0.01%	209
2019 Q2	$22K	Hold	169	–	–	0.01%	199
2019 Q1	$21K	Hold	169	–	–	0.01%	199
2018 Q4	$19K	Buy	169 +89	+111%	+$10.7K	0.01%	194
2018 Q3	$10K	Hold	80	–	–	0.01%	226
2018 Q2	$10K	Hold	80	–	–	0.01%	208
2018 Q1	$10K	Hold	80	–	–	0.01%	204
2017 Q4	$10K	Buy	+80	New	+$9.69K	0.01%	211

Other funds holding IWD

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

BWCS

Beirne Wealth Consulting Services Shelton, Connecticut $503M AUM 27.98% 1-Year Est. Return

SAS

SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

CIAS

CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

First PREMIER Bank's IWD Position: Q2 2026 in Review

First PREMIER Bank held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,169 shares worth $283K. The position accounts for 0.05% of the portfolio, ranked #151.

First PREMIER Bank first reported a position in IWD in Q4 2017 and has held it in 35 quarters since. The position peaked at $346K in Q4 2025. 390 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

First PREMIER Bank held 1,169 shares of iShares Russell 1000 Value ETF worth $283K as of Q2 2026.
First PREMIER Bank left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.05% of First PREMIER Bank's portfolio in Q2 2026, its #151 holding.
First PREMIER Bank first reported a position in iShares Russell 1000 Value ETF in Q4 2017 and has held it in 35 quarters since.
First PREMIER Bank's iShares Russell 1000 Value ETF position peaked at $346K in Q4 2025.
390 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

Based on First PREMIER Bank's 13F filing for Q2 2026, filed 15 Jul 2026.